RBB FD INC

Watch

Share

UTWO·74933W486·US·ETF

UTWO (RBB FD INC) is held by 26 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($75.5M), LPL Financial LLC ($33.2M), Tidal Investments LLC ($13.7M). Net institutional sentiment: Mixed.

26

Holders

(4 Elite)

$181.2M

Total Value

42% (24)

Consensus

10 buying - 14 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)66

Insider (Form 4)80

Activist (13D/13G)72

Congressional (STOCK Act)43

Holder Quality

66

★★★★★

Elite

60

★★★★

Strong

74

★★★

Solid

32

★★

Below

77

★

Weak

Held by 26 funds

4 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for UTWO.

Top Holders

Top Holders (26)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.6M(+21.7%)	$75.5M	0.0%	+2.79%	36
LPL Financial LLC	Decreased	692,082(-3.2%)	$33.2M	0.0%	+7.88%	0
Tidal Investments LLC	Increased	285,251(+2077.2%)	$13.7M	0.0%	+0.06%	45
RAYMOND JAMES FINANCIAL INC	Increased	264,427(+21.4%)	$12.7M	0.0%	+2.18%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	215,713(+12.4%)	$10.3M	0.0%	+2.64%	31
MML INVESTORS SERVICES, LLC	Increased	213,685(+22.7%)	$10.2M	0.0%	+2.38%	33
Federation des caisses Desjardins du Quebec	Decreased	124,771(-5.0%)	$6M	0.0%	-0.04%	0
UBS Group AG	Decreased	90,673(-39.2%)	$4.3M	0.0%	+2.96%	0
STIFEL FINANCIAL CORP	Decreased	86,607(-8.5%)	$4.2M	0.0%	+4.34%	0
NewEdge Advisors, LLC	Decreased	55,680(-14.4%)	$2.7M	0.0%	+6.82%	0
EP Wealth Advisors, LLC	Decreased	53,992(-7.5%)	$2.6M	0.0%	+3.87%	0
WELLS FARGO & COMPANY/MN	Increased	42,591(+93.0%)	$2M	0.0%	-0.09%	41
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	29,534(-3.4%)	$1.4M	0.0%	+6.99%	0
Private Advisor Group, LLC	Decreased	14,583(-37.3%)	$699,401	0.0%	+8.85%	0
Cetera Investment Advisers	Increased	9,737(+28.9%)	$467,010	0.0%	+4.56%	30
CULLEN/FROST BANKERS, INC.	Unchanged	5,750	$275,770	0.0%	+8.55%	0
Equitable Holdings, Inc.	Increased	5,568(+0.5%)	$267,037	0.0%	+7.47%	23
TRUIST FINANCIAL CORP	Increased	4,938(+0.3%)	$236,803	0.0%	-0.04%	23
Aptus Capital Advisors, LLC	Unchanged	2,550	$122,298	0.0%	+8.71%	0
OSAIC HOLDINGS, INC.	Unchanged	2,020	$96,879	0.0%	+1.61%	0

Showing 1-20 of 30

Per page:

1 / 2

UTWORBB FD INC

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer